Profit Sharing · DOL Form 5500 · 2023

The Settle Inn, Inc. Profit Sharing Plan

Data updated 2026-08-25

$412K
Total assets Small plan by assets
6
Participants Small participant base
16th
Percentile by assets National rank
$68,606
Avg per participant Below avg balance/head
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Official DOL plan name: The Settle Inn, Inc. Retirement Plan · Sponsored by The Settle Inn, Inc. · Pennsylvania · Food Services & Accommodation

$412K in assets, 6 participants

The Settle Inn, Inc.'s The Settle Inn, Inc. Retirement Plan reported $412K in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 16th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #1,664 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, The Settle Inn, Inc. Retirement Plan ranks #1,664 of 3,828 2023 filers by assets (4753% of the sector average)-$412K for 6 participants.

#1,664
in Food Services & Accommodation (3,828 peers)
+13.1%
assets growth YoY

The Settle Inn, Inc. Retirement Plan among the smaller filed plans by assets

The Settle Inn, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$411,634 16th percentile higher than 16% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

The Settle Inn, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Settle Inn, Inc. Retirement Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Settle Inn, Inc. Retirement Plan reported net income rose from $22K in the plan year 2022 filing to $48K in the plan year 2023 filing.
  • The Settle Inn, Inc. Retirement Plan reported participants fell from 7 in the plan year 2022 filing to 6 in the plan year 2023 filing.
  • The Settle Inn, Inc. Retirement Plan end-of-year assets rose from $364K in the plan year 2022 filing to $412K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 824318762 · The Settle Inn, Inc. PY 2023 · Profit Sharing

The Settle Inn, Inc. Retirement Plan · $412K · 6 · 16th

  • PCT $412K
  • EIN 6
  • RANK 16th
  • PHOTO Profit Sharing
  • IND near Jfmly Investments, Inc. Retirement Plan
  • EOY ind #1664

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Food Services & Accommodation retirement plans → · Plans in Pennsylvania →

The Settle Inn, Inc. Retirement Plan in the asset neighbourhood

The Settle Inn, Inc. Retirement PlanThe Settle Inn, Inc. Retirem…$412KJfmly Investments, Inc. Retirement PlanJfmly Investments, Inc. Reti…$412KTholl Fence,Inc. Prevailing Wage Profit Sharing Plan and TrustTholl Fence,Inc. Prevailing …$412KNrk Hogan Insurance Profit Sharing PlanNrk Hogan Insurance Profit S…$411KThe Law Offices of Lori Clark Viviano 401(k) PlanThe Law Offices of Lori Clar…$411K
End-of-year total assets ($M) among The Settle Inn, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$364K
Net Assets (End of Year)$412K
Net Income$48K
Employer EIN824318762
Plan Effective Date2018-02-06
Filing StatusFILING RECEIVED

Sponsor Plan History (The Settle Inn, Inc.)

Sponsor-wide plan assets over time

All The Settle Inn, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$409K 12.38514211602295% vs 2022
2024 filing year
$0.34M$0.36M$0.38M$0.4M$0.42M 202220232024 $0.36M $0.41M ▲ +13.9%
Year Plans Participants Total Assets
2022 1 7 $364K
2023 1 6 $412K
2024 1 6 $409K

Nearby Profit Sharing Plans in Pennsylvania

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

The Settle Inn, Inc. Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants The Settle Inn, Inc. Retirement Plan, Total assets ($B): 0.000411634 · Participants: 6The Settle Inn, Inc. Retirement PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.13036391 · Participants: 17441Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.71732421 · Participants: 21016University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.126483012 · Participants: 3905International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.763491384 · Participants: 10204Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.71403391 · Participants: 2458Morgan, Lewis & Bockius LLP Defined Contribution Plan
The Settle Inn, Inc. Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare The Settle Inn, Inc. Retirement Plan side-by-side with 3 peers →

The Settle Inn, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Jfmly Investments, Inc. Retirement Plan in AZ ($412K); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Settle Inn, Inc. Retirement Plan assets move in 2023? ▼
The Settle Inn, Inc. Retirement Plan grew at a solid clip - up 13.1% during 2023, from $364K to $412K. Reported net income was $48K.
How have The Settle Inn, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Settle Inn, Inc.'s sponsor-wide assets grew 12.4%, from $364K to $409K.
Where does The Settle Inn, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
The Settle Inn, Inc. Retirement Plan ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to The Settle Inn, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Jfmly Investments, Inc. Retirement Plan in AZ ($412K, 7 participants).
Which Profit Sharing plans cover a similar participant headcount to The Settle Inn, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants, $231K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 824318762.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.